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SEI Investments

464 hedge funds and large institutions have $5.79B invested in SEI Investments in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.2% less ownership

Funds ownership: 69.89%69.69% (-0.2%)

2% less capital invested

Capital invested by funds: $5.92B → $5.79B (-$133M)

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

2% less funds holding

Funds holding: 472464 (-8)

92% less call options, than puts

Call options by funds: $993K | Put options by funds: $12M

Holders
464
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
164
Reduced
159
Closed
46
Calls
$993K
Puts
$12M
Net Calls
-$11M
Net Calls Change
-$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
351
Janiczek Wealth Management
Colorado
$170K +$73.5K +1,235 +78%
CI Investments Inc
352
CI Investments Inc
Ontario, Canada
$168K -$29.9K -503 -15%
HBT
353
Hills Bank & Trust
Iowa
$158K -$4.46K -75 -3%
LWP
354
Lumature Wealth Partners
Georgia
$151K
C
355
Covestor
United Kingdom
$132K +$71.6K +1,203 +121%
S
356
SignatureFD
Georgia
$128K +$76.3K +1,282 +151%
AWM
357
Accel Wealth Management
Iowa
$127K
HR
358
Howe & Rusling
New York
$120K
US Bancorp
359
US Bancorp
Minnesota
$117K -$7.91K -133 -6%
CCA
360
Column Capital Advisors
Indiana
$113K
VI
361
Vestcor Inc
New Brunswick, Canada
$113K +$23.6K +396 +27%
SC
362
SouthState Corp
Florida
$100K
SPIA
363
Steward Partners Investment Advisory
New York
$97K -$5.65K -95 -6%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$87K +$16.4K +276 +24%
WTA
365
Washington Trust Advisors
Massachusetts
$86K
BCV
366
Banque Cantonale Vaudoise
Switzerland
$85K -$958K -16,100 -92%
TFA
367
Toth Financial Advisory
Virginia
$85K
SO
368
STRS Ohio
Ohio
$83K
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$83K +$7.02K +118 +9%
SOW
370
State of Wyoming
Wyoming
$81K -$15.2K -255 -16%
AAP
371
Arax Advisory Partners
Colorado
$80K +$1.55K +26 +2%
Swedbank
372
Swedbank
Sweden
$78.2K
PO
373
Private Ocean
California
$72K
ST
374
Smithfield Trust
Pennsylvania
$72K
LS
375
Livforsakringsbolaget Skandia
Sweden
$69K

SEIC Hedge Fund Activity: Q1 2022 in Review

464 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2022, worth a combined $5.79B — down 2.2% from $5.92B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SEIC and 42 opened new positions — a net loss of 4 holders — while 159 trimmed existing stakes and 164 added.

The largest buyer was Beutel, Goodman & Co, adding an estimated $57.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $26.7M.

  • 464 institutional investors held SEI Investments (SEIC) as of Q1 2022, down from 472 in Q4 2021.
  • Funds reported $5.79B of SEI Investments stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 42 funds opened new SEI Investments positions in Q1 2022 and 46 closed out, a net change of -4 holders.
  • The largest SEI Investments buyer in Q1 2022 was Beutel, Goodman & Co, an estimated $57.6M added.
  • The largest SEI Investments seller in Q1 2022 was Loomis, Sayles & Company, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.